See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,894 | $138,065-82.0% | $123,544-79.8% | $135,375-81.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.09% | 153.68%-162.8pp | 119.20%-128.3pp | 519.73%-528.8pp |
| Employer contribution / active EE | $5,038 | $5,151-2.2% | $4,628+8.9% | $4,779+5.4% |
| Participant deferral / active EE | $7,253 | $6,799+6.7% | $6,426+12.9% | $5,609+29.3% |
| Admin fee / account holder | $117 | $10,916-98.9% | $9,284-98.7% | $10,827-98.9% |